Coston, Mc Isaac & Partners DIMENSIONAL 2040 TARGET DT RTR INC INSTL Transaction History

Coston, Mc Isaac & Partners

  • $288 Million
  • Q1 2025
Number of Shares
278
Previous 277 0.36%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
N/A
1 Added 0.36%
278 $0
Q4 2024

Jan 23, 2025
BUY
N/A
4 Added 1.47%
277 $0
Q3 2024

Oct 22, 2024
BUY
N/A
2 Added 0.74%
273 $0
Q2 2024

Jul 31, 2024
BUY
N/A
2 Added 0.74%
271 $0
Q1 2024

Apr 17, 2024
BUY
N/A
1 Added 0.37%
269 $0
Q4 2023

Jan 23, 2024
BUY
N/A
6 Added 2.29%
268 $3,000
Q3 2023

Nov 14, 2023
SELL
N/A
-65 Reduced 19.88%
262 $3,000
Q2 2023

Aug 01, 2023
SELL
N/A
-257 Reduced 44.01%
327 $4,000
Q1 2023

Apr 19, 2023
BUY
N/A
2 Added 0.34%
584 $8,000
Q4 2022

Feb 09, 2023
BUY
N/A
14 Added 2.46%
582 $7,000
Q3 2022

Oct 31, 2022
BUY
N/A
568 New
568 $7,000
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